Sue Drake

Sue has worked in Financial Services since 1989 initially as a Mortgage, Investment & Pension Adviser and then as a Wealth Management Sales Manager with a leading UK Insurance Company. This range of expertise has helped when setting up Encompass financial management with her 3 fellow Directors. Sue is passionate about looking after her clients and giving them the best financial advice and service possible. She enjoys being part of their lives and helping to make a difference. Sue plays an active role in all areas of financial advice but particularly enjoys the Lifestyle Financial Planning for those at transitional stages of their lives.

Sue also spends some of her time as the Finance Director of Encompass and helping to develop professional connections. Outside of work Sue enjoys spending as much time as possible with her family who are a very important part of her life. Lifestyle Planning has made Sue think about her own goals and aspirations. As a result this has inspired her to start getting fit and put together a bucket list of places she would like to visit.

The process we went through, to come up with our plan, was very rewarding as it made us think about what we wanted to do with our lives and how we were going to achieve our goals. Once we had done this, and completed our financial expenditure chart, we were pleasantly surprised by the results that were shown to us by Encompass.